iShares
IUHC.L
IE00B43HR379
iShares S&P 500 Health Care Sector UCITS ETF
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About this ETF

The iShares S&P 500 Health Care Sector UCITS ETF (Acc) seeks to track the S&P 500 Capped 35/20 Health Care index. The S&P 500 Capped 35/20 Health Care index tracks the US health care sector (GICS sector classification). The weight of the largest company in the index is capped to 35%, the weight of all other companies to 20%.

TER
0.15%

Total Expense Ratio per year

Fund Size
€2.81B

Assets under management

Holdings
61

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
30.18
Weighted Fwd P/E
17.05
💰 Revenue Estimates
Current Year CY
+11.65% ⌀ 22 Analysts Coverage
Next Year NY
+7.17% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.96% ⌀ 23 Analysts Coverage
Next Year NY
+100.34% ⌀ 23 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
11/20/2015 (10 yrs)
Index Group
S&P 500
Region
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
18/100 Low (Concentration Risk)
Diversification Score
18/100 Low (Concentration Risk)
5Y Volatility
15.1% p.a.
Max Drawdown (5Y)
-17.6%
Sharpe Ratio (5Y)
0.31
Beta Factor
1.08
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated valuation: Avg P/E of 30.2
🔴 Extreme top 10 holdings concentration: 61% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Healthcare".
🔴 Extreme industry concentration: 51% in "Drug Manufacturers - General".
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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